TWD
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True Wealth Design’s Manulife Financial MFC Stock Holding History

True Wealth Design’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Hold
290
– – ﹤0.01% 1010
2026
Q1 		$9.99K Buy
290
+148
+104% +$5.33K ﹤0.01% 968
2025
Q4 		$5.15K Buy
142
+24
+20% +$815 ﹤0.01% 1075
2025
Q3 		$3.68K Buy
+118
New +$3.64K ﹤0.01% 1206
2024
Q2 		– Sell
-38,000
Closed -$950K – 813
2024
Q1 		$950K Sell
38,000
-2,416
-6% -$55.5K 0.24% 46
2023
Q4 		$893K Buy
+40,416
New +$776K 0.25% 41

Other funds holding MFC

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

True Wealth Design's MFC Position: Q2 2026 in Review

True Wealth Design held its Manulife Financial (MFC) position steady in Q2 2026 at 290 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

True Wealth Design first reported a position in MFC in Q4 2023 and has held it in 6 quarters since. The position peaked at $950K in Q1 2024. 143 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • True Wealth Design held 290 shares of Manulife Financial worth $11.7K as of Q2 2026.
  • True Wealth Design left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1010 holding.
  • True Wealth Design first reported a position in Manulife Financial in Q4 2023 and has held it in 6 quarters since.
  • True Wealth Design's Manulife Financial position peaked at $950K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.